Bitrix24 Blogs

Bitrix24 is big on definitions. It’s not because we prefer formality or take pleasure in officialism, but because we believe that things should be simple and clear. For every what, we like to know why before we figure out how. And, we like sharing. If you find our knowledge and experience useful, then we’ve succeeded.

Speaking of which, success is a big buzz word around here. Last time, we tried to define what it means for the customers. As promised, we’ll now try to define what it means for the customer success teams. We’re assembling our own as we speak, and we’re eager to tell you what we’ve learned.

Like everything else, our mission is simple and clear – to make our success yours.

What are the most important prerequisites of a very successful company? The list is too long to recite here. Although the performance assessment of managers and control over customer communications are certainly among them, these processes are difficult to track.

Great news! An updated Bitrix24 Start CRM Page provides a complete Communication, Sales and Workload overview in a convenient single page display.

Retention, revenue expansion, churn. Mention them in any business environment, and the crowd’s reaction would always be unanimous. A thriving company, they’d say, depends on happy customers. It’s a classic case of cause and effect, really – if there’s no satisfaction for them, there’s no success for you.

First, we were introduced to the experience economy. Then, the experience economy urged us to become customer-centric. Now, engaging experiences and customer satisfaction no longer suffice. The tables have turned, the terminology has evolved, and we’re looking at a brand new concept.

“Courteous treatment will make a customer a walking advertisement”, said James Cash Penney back in the simpler days of entrepreneurship. Today, the idea behind his quote is even more significant. As our modern clientele grows less and less patient, staying courteous becomes less of a choice.

But, showing politeness doesn’t suffice either; speed, efficiency, and availability are just as crucial. Not only do our customers expect to be delighted every step of the way, but they want to feel special as well. That’s where customer relationship management steps in, simultaneously enriching their experience and accelerating our growth.

To help you master the jargon and employ the best CRM solution, we’ve compiled a list of frequent terms and phrases used by experts and providers.

We are happy to announce that RingCentral users can now use this free app to make and receive phone calls directly from Bitrix24 CRM. All inbound and outbound calls will be routed via RingCentral telephony. Do note that due to RingCentral API policies this integration works for RingCentral Premium or Enterprise users only.

Have you been putting off the decision to upgrade your Bitrix24 account? Get your credit card ready, because this August is the best month to purchase Cloud or On-Premise Bitrix24 plans. Here's how much you save if you buy before August 31:

You don’t have to be a lead generation strategist to understand how most business tool providers attract and convert with “free for life” packages. As an entrepreneur, there’s a good chance that you’ve already fallen for a covert commercial bait, and were eventually asked to pay for what was promised to be completely without charge.

Still, free tools are crucial for getting a small business up and running. Whether it comes to day-to-day operational management and finance, brandable graphic design or social media marketing, the complementary features they pack are a much-needed aid for individuals and team players alike.

With that in mind, we’ve compiled a list of 45 freemium tool suites that won’t trick you with hidden agendas and fine print. Instead of robbing you of your time and effort, they’ll deliver real value and helpful automation, along with some truly powerful functionalities on the side.

CRM data migration is a common procedure in today’s fast-growing business world. Yet, the data import is surrounded by a number of misconceptions. Some company owners, intimidated by the various pitfalls, try to avoid a task, forgetting that CRM transfer is one of the essential steps that make the organization run successfully.

If these are avoided, data transition can create as many issues as it solves – so the thorough planning and preparation stages can decrease the risks and ensure the successful results. Let’s take a look at the review of CRM data migration and suggestions on how to exclude any migration pitfalls.

In a world driven by value, product pricing is nothing less than essential to a company’s success. Unfortunately, it’s also a catch 22: charge less, and you’ll be short on profits, but charge more, and the customers will leave.

It's not all that simple though. Take Apple, for instance. Their pricing strategy allows them not only to stay competitive, but also to target specific, high-spending audiences while staying within the reach of a mass market at the same time. UBS analyst Steven Milunovich defines this approach as “mainstream luxury” – it is a clever twist on premium pricing that we’ll talk more about later, and a good example of how effective a right strategy can be.

We have added Plivo app to Bitrix24 marketplace, which means you can now send text messages via Bitrix24 automation rules. The app is entirely free, but you’ll need to register a Plivo account and will be paying for bulk messaging directly to Plivo according to set rates.

Chief Technology Officer Ilya Kuklin and Marketing Manager Maxim Kolpakov share how they implemented Bitrix24 in the construction company RNR.

Our company has been in the market since 2001. We were the first to bring Canadian technology of building I-beam frame houses to Russia. This technology is used to create and adjust the main elements of a house at the place of production. The construction team then later assembles the house as a Lego constructor on the site.

They say life is what happens while you’re busy making other plans. In business, however, planning is everything. There’s no quality deliverable without a pre-planned project, just as there is no fruitful project without a solid risk management plan.

Depending on the way you are going to work with your clients in the CRM, we have designed 2 Bitrix24 CRM interface templates for you to choose from:

Simplified Client Management: this CRM interface doesn't have leads (lead - is an individual who might become your customer, but currently isn't) and is built around contacts and companies. This option will better suite your team if you either do not work actively with new leads or when you have qualified clients form the beginning. For example, if you run a dental clinic and most of your calls are for appointment settings.

How it works: you add new clients directly as contacts or companies to the CRM.

You have probably noticed that such words as today, tomorrow, next week, etc. are automatically highlighted in Bitrix24 chats. Click on it to open quick options menu:

create task

create calendar event

Click Create calendar event to add new event to My Calendar. You will see an automated message informing that the event has been successfully added. Click on the active link inside to open the event form. You can edit the event at any time - add guest, change date & time, etc.